Upflow Intelligence
The reasoning layer powering
your Upflow agents.
Trained on how your customers behave and how your team works. Designed to bring focused intelligence to every step from invoice to cash.
Trusted by the world's leading B2B finance teams
Insights Agent
Deep intelligence on the accounts in your portfolio.
Pulls customer context together and summarizes what changed, what’s blocking payment, and what to do next.
- Conversational access to your AR data, from questions to strategy
- Account context assembled from your connected tools
- Root causes of late payment surfaced automatically
- Customer timeline summaries with key touchpoints in one view
Collections Agent
The operational core of your AR workflow.
Runs the day-to-day collections engine, turning payment behavior and customer intent into prioritized, well-timed outreach.
- Outreach sent and followed up automatically, scaling your workflows
- Autonomy controls for agents from suggestion-only to fully autonomous
- Complex accounts routed to the right person when judgment is needed
- Dispute and promise-to-pay intent extracted from customer replies
Cash App Agent
Precision matching down to the last open item.
Matches payments to open items and surfaces exceptions, so open balances stay accurate and actionable.
- Payment-to-invoice matching for partial and complex payments
- Exception visibility for unapplied cash and edge-case scenarios
- Reconciled payments written back to your ERP in real time
- Remittance details captured automatically from emails and portals
The teams rewriting how B2B gets paid.
"What’s really exciting is how Upflow keeps evolving. The new AI features they’ve rolled out recently are a game-changer — they save us time and make the whole workflow even smarter. It’s great to work with a product that doesn’t stand still."
Geraldine A
ex Accounting Manager @Botify
Ready to collect faster
and strengthen relationships?
See why finance teams make Upflow the last tool they'd ever cut.
